Morton Capital Management LLC/CA

Position in BAC — Bank Of America Corp /De/

CIK 2002628 CALABASAS, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$382,221

+$69,831 QoQ

Shares Held

6,708

+4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,733

of 3,594 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Morton Capital Management LLC/CA holds $4,146,196 across 3 Banks - Diversified names. BAC ranks #2 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,708	$3,505,049
2	BAC	Bank Of America Corp /De/ This page	6,708	$382,221
3	C	Citigroup Inc	1,850	$258,926

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$382,221	6,708	+4.7%	Shares	Sole	2026-07-23
2026-03-31	$312,390	6,408	-43.9%	Shares	Sole	2026-04-21
2025-12-31	$628,430	11,426	-0.1%	Shares	Sole	2026-02-03
2025-09-30	$590,034	11,437	-0.7%	Shares	Sole	2025-10-24
2025-06-30	$544,937	11,516	-1.7%	Shares	Sole	2025-07-23
2025-03-31	$488,908	11,716	-5.6%	Shares	Sole	2025-04-17
2024-12-31	$545,287	12,407	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$491,912	12,397	+23.5%	Shares	Sole	2024-10-09
2024-06-30	$399,171	10,037	0.0%	Shares	Sole	2024-07-12
2024-03-31	$380,603	10,037	-5.6%	Shares	Sole	2024-04-12
2023-12-31	$357,844	10,628	+3.3%	Shares	Sole	2024-01-18
2023-09-30	$281,658	10,287	0.0%	Shares	Sole	2023-12-05
2023-06-30	$295,134	10,287	0.0%	Shares	Sole	2023-12-05
2023-03-31	$294,208	10,287	0.0%	Shares	Sole	2023-12-05
2022-12-31	$340,705	10,287	0.0%	Shares	Sole	2023-12-05
2022-09-30	$310,667	10,287	0.0%	Shares	Sole	2023-12-05
2022-06-30	$320,234	10,287	-1.5%	Shares	Sole	2023-12-05
2022-03-31	$430,542	10,445	-1.5%	Shares	Sole	2023-12-05
2021-12-31	$471,682	10,602	—	Shares	Sole	2023-12-05
No filing history on record for this holder in this stock.